Castleview Partners’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Castleview Partners’s Portfolio SPEU Stock Details SPEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$574K	Buy	10,683 +120	+1%	+$6.7K	0.25%	96
2026 Q2	$580K	Buy	10,563 +638	+6%	+$34.7K	0.25%	96
2026 Q1	$509K	Buy	9,925 +804	+9%	+$43K	0.26%	86
2025 Q4	$475K	Buy	9,121 +791	+9%	+$40.1K	0.24%	95
2025 Q3	$415K	Buy	8,330 +1,399	+20%	+$68.4K	0.23%	94
2025 Q2	$336K	Sell	6,931 -429	-6%	-$19.8K	0.22%	116
2025 Q1	$324K	Buy	7,360 +6,268	+574%	+$271K	0.22%	120
2024 Q4	$43.3K	Buy	+1,092	New	+$45.5K	0.02%	353
2024 Q3	–	Sell	-1	Closed	-$42	–	868
2024 Q2	$42	Hold	1	–	–	﹤0.01%	909
2024 Q1	$35	Hold	1	–	–	﹤0.01%	891
2023 Q4	$33	Sell	1 -1,489	-100%	-$55.5K	﹤0.01%	857
2023 Q3	$53.8K	Sell	1,490 -3,128	-68%	-$119K	0.05%	245
2023 Q2	$178K	Buy	4,618 +903	+24%	+$35K	0.16%	127
2023 Q1	$141K	Buy	3,715 +1,488	+67%	+$55.5K	0.13%	146
2022 Q4	$77.3K	Buy	2,227 +1,236	+125%	+$40.7K	0.08%	183
2022 Q3	$29K	Buy	+991	New	+$32.3K	0.03%	302
2022 Q2	–	Sell	-1,085	Closed	-$42K	–	806
2022 Q1	$42K	Buy	+1,085	New	+$43.4K	0.03%	367
2021 Q2	$61K	Buy	+1,450	New	+$61K	0.03%	370

Other funds holding SPEU

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Castleview Partners's SPEU Position: Q3 2026 in Review

Castleview Partners increased its State Street SPDR Portfolio Europe ETF (SPEU) stake by 1.1% in Q3 2026, buying an estimated $6.7K and bringing the position to 10,683 shares worth $574K. The position accounts for 0.25% of the portfolio, ranked #96.

Castleview Partners first reported a position in SPEU in Q2 2021 and has held it in 18 quarters since. The position peaked at $580K in Q2 2026. 10 funds tracked by Wall St. Rank hold SPEU as of Q3 2026.

Castleview Partners held 10,683 shares of State Street SPDR Portfolio Europe ETF worth $574K as of Q3 2026.
Castleview Partners bought 120 State Street SPDR Portfolio Europe ETF shares in Q3 2026, an estimated $6.7K.
State Street SPDR Portfolio Europe ETF made up 0.25% of Castleview Partners's portfolio in Q3 2026, its #96 holding.
Castleview Partners first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2021 and has held it in 18 quarters since.
Castleview Partners's State Street SPDR Portfolio Europe ETF position peaked at $580K in Q2 2026.
10 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.